Know which emailed documents Docsumo can classify
Use each new email as a cue to check Docsumo's available document types and account information, then review the results without switching contexts.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
Why this helps
Paperwork arrives in the inbox, but checking supported classifications in another tool adds another task to remember.
- Check available document types when a new Gmail message arrives.
- Review Docsumo user information alongside supported classifications.
- Reduce manual context switching during document intake.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve Docsumo's available document types and user information when a new email arrives, and summarize the result for review.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real email, then review the report.
Questions about this workflow
Does this workflow extract data from attached documents?
No. It retrieves Docsumo's available user document types and user information. The listed actions do not include document upload or extraction.
Will it classify every incoming email?
It runs on the new Gmail message trigger. Ask Notis in your instruction to focus its review on messages relevant to your document intake.
Can I choose a report destination?
Yes. Choose where run reports go when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docsumo. A trigger fires from one place; an action lands in another.
Gmail triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Connect any two apps with Notis in the middle.
Gmail and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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